Karmelo Navalta

Karmelo Navalta is a seasoned professional in customer success and account management within the insurance technology sector, currently serving as a Customer Account Executive at PlanSource since February 2025. Previously held various roles, including Advisor at Ford Huntington, Client Services Manager at Empyrean, and Sr. Customer Success Manager at AgentSync, where expertise in client relations, project management, and software solutions contributed to significant business growth and client retention. Karmelo's career includes advising clients and stakeholders on best practices, managing strategic portfolios, and collaborating on product development across several prestigious firms. Karmelo holds a BA in Biology and Music from The University of Texas at Austin and furthered professional development with Salesforce certifications.